Job Description
Job details
Here’s how the job details align with your profile.
Job type
Permanent
Full-time
Shift and schedule
Monday to Friday
Location
Edinburgh
Benefits
Pulled from the full job description
Annual leave
Company pension
Full job description
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Edinburgh or Ayr (hybrid working of 2 days working from home per week available upon successful completion of probation)
About the role
Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to join our Edinburgh or Ayr office.
This is a fantastic opportunity to join Lycetts as an Account Handler, you’ll play a key role in delivering outstanding service to our clients and prospects. You’ll collaborate with executives to manage accounts day-to-day, build trusted relationships, and help drive retention and growth through proactive, high-quality support.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.
What you'll be doing
Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets their specific servicing needs
Prepare renewal schedules and proactively contact clients ahead of deadlines, ensuring compliance needs are met and a smooth renewal process is achieved.
Negotiate alternative quotes before renewal dates, offering clients valuable options and tailored solutions
Handle all documentation - including invoices and credit notes - with accuracy and efficiency
Manage claims promptly and within regulatory timescales, by utilising our central service claims team.
Build and maintain positive relationships with Insurance companies and colleagues within our various Lycett’s departments.
Operate an effective credit control process and provide timely reporting as required
Support operational needs of the business when requested to do so to enhance teamwork and collaboration.
What you'll need to have
Good organisational ability
Previous broking experience preferably specialising in farm & estate, household and liability insurance
Knowledge of wide range of commercial insurance products and companies
Experience in obtaining information from clients via telephone & e-mail
Experience in obtaining quotes and placing business
Confident communications skills – both written & oral
Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
Sound knowledge of FCA requirements within a broking role
What we offer
A competitive salary - let's discuss it
Hybrid working available upon successful completion of probation
Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
Annual Bonus scheme (Discretionary based on individual and company performance)
Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary
25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
Career development opportunities with funded support and financial incentives for all professional qualifications.
An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.
About us
The Lycetts Group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
Directory of Social Change’s UK Guides to Company Giving 2017-26
Here’s how the job details align with your profile.
Job type
Permanent
Full-time
Shift and schedule
Monday to Friday
Location
Edinburgh
Benefits
Pulled from the full job description
Annual leave
Company pension
Full job description
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Edinburgh or Ayr (hybrid working of 2 days working from home per week available upon successful completion of probation)
About the role
Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to join our Edinburgh or Ayr office.
This is a fantastic opportunity to join Lycetts as an Account Handler, you’ll play a key role in delivering outstanding service to our clients and prospects. You’ll collaborate with executives to manage accounts day-to-day, build trusted relationships, and help drive retention and growth through proactive, high-quality support.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.
What you'll be doing
Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets their specific servicing needs
Prepare renewal schedules and proactively contact clients ahead of deadlines, ensuring compliance needs are met and a smooth renewal process is achieved.
Negotiate alternative quotes before renewal dates, offering clients valuable options and tailored solutions
Handle all documentation - including invoices and credit notes - with accuracy and efficiency
Manage claims promptly and within regulatory timescales, by utilising our central service claims team.
Build and maintain positive relationships with Insurance companies and colleagues within our various Lycett’s departments.
Operate an effective credit control process and provide timely reporting as required
Support operational needs of the business when requested to do so to enhance teamwork and collaboration.
What you'll need to have
Good organisational ability
Previous broking experience preferably specialising in farm & estate, household and liability insurance
Knowledge of wide range of commercial insurance products and companies
Experience in obtaining information from clients via telephone & e-mail
Experience in obtaining quotes and placing business
Confident communications skills – both written & oral
Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
Sound knowledge of FCA requirements within a broking role
What we offer
A competitive salary - let's discuss it
Hybrid working available upon successful completion of probation
Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
Annual Bonus scheme (Discretionary based on individual and company performance)
Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary
25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
Career development opportunities with funded support and financial incentives for all professional qualifications.
An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.
About us
The Lycetts Group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
Directory of Social Change’s UK Guides to Company Giving 2017-26
💡 Quick Summary
Seeking a career-building opportunity? The Account Handler position is now open for candidates interested in the Accountant Jobs sector. This role in Edinburgh offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.